Complex Excel income and expense tracking spreadsheet
Budget: $25 – $50 USD
I am looking for a highly skilled Excel expert to create a complex budget tracking spreadsheet for my personal finances. The ideal candidate should have a thorough understanding of Excel formulas and functions, VBA code and be able to create a custom template based on my specific categories and requirements.
Specific Functionalities and Features:
- conditionally render expense categories up to 5 levels deep (what you see in the column B dropdown depends on what you selected in column A dropdown and so on for 5 levels)
- the ability to tag transactions with custom labels (so I can track expenses that might span multiple categories, but are associated with the same event)
- The main tracking sheet needs to be aggregated data from other sheets and sorted by posting date from newest to oldest. I would have one sheet for each bank account and credit card (maybe 6 total sheets). I would keep the column headings the same but the column order may differ from sheet to sheet based on how the bank arranges their csv transaction data. This would allow my to download the data and then copy and paste it into this workbook with very little data scrubbing needed.
- Graphical reporting with drill-down capability based on the 5 levels of expense categories. I may only have a few main categories, but would want to be able to click on one them and see a new pie chart of the next level down subcategories
More detail will be provided to the selected person.
Specific Functionalities and Features:
- conditionally render expense categories up to 5 levels deep (what you see in the column B dropdown depends on what you selected in column A dropdown and so on for 5 levels)
- the ability to tag transactions with custom labels (so I can track expenses that might span multiple categories, but are associated with the same event)
- The main tracking sheet needs to be aggregated data from other sheets and sorted by posting date from newest to oldest. I would have one sheet for each bank account and credit card (maybe 6 total sheets). I would keep the column headings the same but the column order may differ from sheet to sheet based on how the bank arranges their csv transaction data. This would allow my to download the data and then copy and paste it into this workbook with very little data scrubbing needed.
- Graphical reporting with drill-down capability based on the 5 levels of expense categories. I may only have a few main categories, but would want to be able to click on one them and see a new pie chart of the next level down subcategories
More detail will be provided to the selected person.